CRM
CRM system for tracking leads, contacts, and marketing pipeline.
CRM covers lead and contact tracking, reactivation, and the underlying marketing pipeline system.
Scope
This includes:
- structured re-engagement of existing contacts and leads
- follow-ups and segmentation
- lifecycle visibility across the marketing pipeline
- practical launch-pipeline infrastructure where it directly supports CRM operations
Consolidated notes from earlier docs
Useful material from the older CRM and Reactivation and Marketing Backend pages maps here:
- reactivation of older leads and contacts belongs here
- contact-list consolidation belongs here
- launch checklist and distribution infrastructure only belong here when they directly support the CRM / pipeline workflow
